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Forward Air
FWRD

Overview Fund Activity

184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
82
Reduced
49
Closed
12
Calls
–
Puts
$1.71M
Net Calls
-$1.71M
Net Calls Change
-$1.38M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$132M
2
CI
2
Cambiar Investors
Colorado
$8.42M
3
Victory Capital Management
3
Victory Capital Management
Texas
$71.9M
4
Millennium Management
4
Millennium Management
New York
$8.08M
5
BlackRock
5
BlackRock
New York
$218M

Top Sellers

1
Invesco
1
Invesco
Georgia
$40.1M
2
VVP
2
Vulcan Value Partners
Alabama
$22.3M
3
DCM
3
Daruma Capital Management
New York
$0
4
VFA
4
Virtus Fund Advisers
Connecticut
$47.9M
5
RA
5
Royce & Associates
New York
$75.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
151
Meadow Creek Investment Management
Georgia
$152K +$27.6K +484 +22%
AIP
152
Ameritas Investment Partners
Nebraska
$136K – – –
AIM
153
Anchor Investment Management
South Carolina
$134K +$22.9K +400 +21%
RCM
154
Riverhead Capital Management
Delaware
$131K +$22.4K +391 +21%
HNB
155
Huntington National Bank
Ohio
$126K – – –
FCM
156
Flinton Capital Management
Pennsylvania
$111K +$20.2K +352 +22%
Fuller & Thaler Asset Management
157
Fuller & Thaler Asset Management
California
$109K -$40.2K -700 -27%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$105K +$14.7K +256 +16%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$91K – – –
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$84K – – –
AG
161
Advisor Group
Arizona
$63K +$32.8K +572 +108%
LIA
162
LS Investment Advisors
Michigan
$59K -$4.73K -83 -7%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$59K – – –
ZB
164
Zions Bancorporation
Utah
$59K +$59K +1,032 New
SIAS
165
Shine Investment Advisory Services
Colorado
$52K +$42.1K +740 +423%
Barclays
166
Barclays
United Kingdom
$47K -$256K -4,445 -85%
FHA
167
First Horizon Advisors
Tennessee
$43K – – –
VCM
168
Versant Capital Management
Arizona
$38K – – –
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$18K -$8.57K -151 -32%
SWA
170
Sutton Wealth Advisors
Florida
$12.9K – – –
PCM
171
Prelude Capital Management
New York
$11K +$11K +200 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
WWM
173
Willingdon Wealth Management
North Carolina
$8K +$8K +135 New
PFC
174
Phocas Financial Corp
California
$6K +$6K +99,286 New
FMA
175
FNY Managed Accounts
New York
$5K +$5K +96 New
4 5 6
7
8